Jon is a portfolio manager in the firm’s North Carolina Office, and serves as the operating officer of the Carolinas. Over the last 20 years, Jon has managed multi-asset balanced portfolios for private clients, families, and endowments and foundations. Prior to joining Brown Advisory in 2016, Jon was a first vice president and family wealth advisor with the Jester Group, a family wealth director practice at Morgan Stanley in Chapel Hill, NC.

Education

  • University of North Carolina at Chapel Hill, BA 

Community Involvement

  • Vice Chair, Orange County Literacy Council Board of Directors
  • Past Member, East Chapel Hill Rotary Club Board of Directors

Certifications

  • ​CFP
  • CIMA

Colleagues

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